Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13T
AUM Growth
+$44.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,547
New
Increased
Reduced
Closed

Top Buys

1 +$4.24B
2 +$3.79B
3 +$1.9B
4
MSFT icon
Microsoft
MSFT
+$1.9B
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73B

Top Sells

1 +$2.56B
2 +$1.46B
3 +$1.26B
4
MBB icon
iShares MBS ETF
MBB
+$1.26B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.1B

Sector Composition

1 Technology 14.43%
2 Financials 8.8%
3 Healthcare 6.75%
4 Consumer Discretionary 5.95%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$8.67M ﹤0.01%
599,876
+158,069
2752
$8.66M ﹤0.01%
393,727
-19,344
2753
$8.61M ﹤0.01%
594,008
+256,023
2754
$8.59M ﹤0.01%
533,499
+150,912
2755
$8.59M ﹤0.01%
1,033,390
+616,484
2756
$8.58M ﹤0.01%
4,290,735
+495,585
2757
$8.57M ﹤0.01%
274,065
-33,697
2758
$8.56M ﹤0.01%
202,200
+57,167
2759
$8.55M ﹤0.01%
+325,445
2760
$8.54M ﹤0.01%
588,622
+386,892
2761
$8.52M ﹤0.01%
448,426
+131,630
2762
$8.5M ﹤0.01%
459,681
+57,158
2763
$8.5M ﹤0.01%
146,645
+87,831
2764
$8.49M ﹤0.01%
603,209
+156,870
2765
$8.49M ﹤0.01%
168,900
-15,237
2766
$8.48M ﹤0.01%
179,023
+141,766
2767
$8.48M ﹤0.01%
417,100
+303,939
2768
$8.47M ﹤0.01%
365,449
+158,508
2769
$8.46M ﹤0.01%
280,797
-1,181
2770
$8.45M ﹤0.01%
2,051,250
+1,736,956
2771
$8.44M ﹤0.01%
255,770
+193,883
2772
$8.43M ﹤0.01%
274,831
-28,033
2773
$8.42M ﹤0.01%
195,889
+38,137
2774
$8.41M ﹤0.01%
2,254,642
+1,679,254
2775
$8.4M ﹤0.01%
232,503
+170,389